Assessment & Plan: Reordering Plans
A new Assessment & Plan Control feature allows users to reorder plans with multiple entries.
When multiple plans are entered, a ‘Re-Order Plans’ button will appear in the top right corner. By clicking the button, a popup will appear, allowing users to highlight a plan and use the up and down arrows to adjust its order. Once finished, click the save and close icon to apply the changes.
Once the user clicks the save and close icon, the system will rerun the existing Superbill, recreating logic based on the appointment and billing status.
1. If the appointment has no Superbill built, the system will not create a Superbill at this step.
2. If the appointment has an unsigned Superbill, the Superbill will be recreated.
3. If the appointment has a signed Superbill with unposted charges, the Superbill will be recreated.
4. If the appointment has a signed Superbill with posted charges, the user will be alerted that charges are already posted and the Superbill cannot be recreated.